Account Manager

Lockton Companies; San Francisco (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Client Services Associate to join their dynamic team in San Francisco. This role involves managing client relationships, conducting benefit studies, and ensuring compliance with regulations. The company prides itself on fostering a caring culture and providing ample opportunities for growth and advancement. With a strong emphasis on community involvement and generous rewards, this position offers a unique chance to make a meaningful impact while developing your career in a supportive environment. If you're passionate about client service and looking to thrive in a collaborative setting, this opportunity is perfect for you.

Benefits

Paid training and professional development

12-week paid parental leave

Community involvement opportunities

Athletic and wellness events

Generous rewards for long service

Qualifications

• Bachelor’s Degree in Business Administration or equivalent experience.
• 2+ years of experience in client services required.

Responsibilities

• Manage designated book of business and respond to client inquiries.
• Conduct benefit benchmarking studies and prepare enrollment presentations.

Skills

Client services

Microsoft Office Suite

Verbal communication

Interpersonal skills

Time management

Knowledge of government regulations

Education

Bachelor’s Degree in Business Administration

2+ years of related Client services experience

Job description

San Francisco, California, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

About the Position

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update .

A few of the reasons Associates love working at Lockton include:

• Opportunities for growth and advancement, including paid training and professional development
• 12-week paid parental leave
• A huge emphasis on community involvement
• Frequent athletic and wellness events
• Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!

Position responsibilities
• Services designated book of business as relating to marketing, assisting with claim issues, and administration
• Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions
• Supports implementation or transition of new/existing lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Facilitates vendor quotes, amendments, and reinstatements for requested changes as needed
• Conducts and creates benefit benchmarking studies, design plan comparison reports, and Client presentation materials
• Obtains policy, then conducts a contract comparison to ensure completeness
• Schedules necessary Client meetings and generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle
• Reviews the employee notice packets and other compliance communications as needed
• Provides benefits administration support to Client’s Human Resources team
• Communicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion.
• Overall responsibility for managing updates to Client employee facing communications
• Prepare and conduct open enrollment presentations and meetings
• Knowledge of government compliance/regulations to educate Client and respond to client inquiries. Mentors and trains Account Administrator
• Performs other responsibilities and duties as needed

Qualifications

Position qualifications
Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
Typically 2+ years of related Client services experience is required
Company or agency experience in employee benefits required
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills required
Understands industry trends and governmental regulations
Ability to delegate tasks effectively
Ability to complete continuing education requirements as needed
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Ability to efficiently organize work and manage time in order to meet deadlines
Ability to travel by automobile and aircraft
Ability to work on a computer for a prolonged amount of time
Ability to work outside of normal business hours as needed
Legally able to work in the United States

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 12,500+ Associates doing business in over 140 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.